KYP and KYC: Alternative Fund Due Diligence

By AIMA Canada

AIMA Canada Wealth Advisor Summit - Day 2: KYP and KYC: Alternative Fund Due Diligence

•            Questions to ask the asset manager when evaluating products

•            Key performance and risk metrics to review on an on-going basis

•            Best tips for manager and strategy selection in portfolios

•            How CFR might change KYC/KYP for advisors

Panelists:

•            David Leblanc, Client Relationship Associate & Investment Due Diligence, Richter Family Office

•            Garnet Anderson, Vice President - Senior Portfolio Manager, Tacita Capital Inc.

•            Alice Lim, Senior Manager, PAIR, TD Wealth

•            Moderator: Chris Farkas, Partner, National Asset Management Leader - Management Consulting, KPMG Canada